Connect Customer Contact to Existing Business Activity

Explanation

You can add a customer contact to an existing business activity. This can be done by right-clicking on the contact record and clicking Connect to Existing Business Activity in the Customer Contacts window. The Connect to Existing Business Activity dialog box will then be displayed for user to select the business activity.

Prerequisites

N/A

System Effects

The customer contact will be added to Contacts tab of the business activity.

Window

Customer Contacts
Business Activity

Related Window Descriptions

Customer Contacts
Business Activity
Connect to Existing Business Activity
Customer Contact 360 View

Procedure

1. Display the customer contacts via the Populate or Query function, in the Customer Contacts window.
2. Right-click and then click Connect to Existing Business Activity. The Connect to Existing Business Activity dialog box is displayed.
3. Select a business activity from the records that appear on the window.
4. Confirm by clicking OK.
   
   Note: You can perform this activity from the Contact tab of Customer window and Customer tab of Customer Contact 360 view.